Workspace Team Setup/Manage

Workspace Team Setup/Manage How to Set up Your Workspace Team and Users. Work as a team to manage groups, companies, and clients.



Setup your Workspace Team by clicking the gear icon in the upper right of the Workspace.  This is only viewable by the Workspace owner.  

The workspace owner must add all Team Members that you want to have access to a group of companies or a single company.

Note: Clients are added separately to each company to give them access to the client portal.

Once the workspace owner adds all of the team, then each team member will only be able to view the groups and individual companies they have access.

All Team Members can:

  1. Create New Groups/Folders
  2. Connect/Manage companies
  3. Allow other team members access to a group or single company
add to workspace

To add a Team Member to a group, click the Group Access button on any folder. These team members can then add companies to the group to which they have access.

To add a Team Member to a single company, click the company name, and it will expand, then click "Additional Users" to add them. This will show up in their Shared with me folder. The shared folder is only used when an individual company is shared with you.  

Creating a New Group
Under your current group list, click on "New Group" and start typing.  Hit "Enter" or "Return" on your keyboard when done, and this will create the group. 

Deleting/Renaming a Group

In order to delete a group, click on the gear icon once all companies have been removed from that group.  You cannot delete the "Shared with me" group. 

Billing and Subscription

Billing is still tied to the Owner of the Workspace.  Only they can see the Workspace Settings.  

To learn about the Client Portal go to:


Go to the Reach Reporting app>


learn more at

We are dedicated to helping you.

- Need Additional Help?

Your success is important to us.

Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game. 

We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.

We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting. 

We are here focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated. 

Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.

Reach out to your Reach Reporting Rep and schedule a zoom meeting by clicking the meeting link in their email signature.

Or schedule to join our onboarding webinars

Foundations Webinar

Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust. 

Need more access to Reach Reporting Resources?

Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.

Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.

Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.

Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.

Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.

Social Networks: Join us on FaceBook, LinkedIn, Youtube, and Twitter.

Competitor Comparisons: We have looked at all the reporting solutions on the market. We provide you with an in-depth look at Reach Reporting compared to some of the strongest competitors out there on our competitor comparison page

Monthly Newsletter: Go to the footer of and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.

We look forward to helping you build insightful reports,

The Reach Reporting Team.